Project Overview
A new real estate client needed guidance on setting up a business entity to protect their assets and reduce their tax burden. We assessed their investment model, advised on structure, and supported the formation and registration process. The client now benefits from better protection and improved financial clarity.
What We Did
Our process began with a strategic consultation to determine the ideal structure. We handled entity registration, created tax workflows, and built compliance checkpoints specific to real estate.
LLC/S-Corp structure advisory
Entity registration and setup
Tax treatment optimization
Property-based compliance plan
Strategic risk mitigation
Client Benefit
Before, the client operated under a sole proprietorship, risking exposure and paying more taxes.
Now, they enjoy liability protection, streamlined tax filings, and a foundation ready for property growth.
Client Name
NovaCart Inc.
Location
Austin, Texas
Industry
Real Estate
Duration
3 Months
